Ma. Rosalie Tim Echapare

MA. ROSALIE TIM L. ECHAPARE VIRTUAL ASSISTANT/SOCIAL MEDIA MANAGER/ LEADGEN EXPERT Seeking a challenging career that utilize my skills in my area of competence and enriches my knowledge, CONTACT -- P.4 Canlapwas, Catbalogan City, Samar https://www.linkedin.com/in/marosalie-tim-echapare-00956b23b/ and gives me a chance to be part of a team that contributes towards the growth of organization. RELEVANT EXPERIENCE FINANCIAL ADVISOR BDO Life Assurance Company Inc. | Aug 2018 - present Advice clients on investment, taxes, & estate planning depending on their needs. Work with individuals, families and business owners to help them understand their financial CERTIFICATIONS EFSET English Certificate 64/100 C1 AdvancedEF Standard English Test (EF SET) circumstances and to reach their short term and long term objectives. Lead generation and prospecting clients. BRACH ACCOUNTING AND COLLECTION ASSISTANT Pioneer Insurance & Surety Corp.| April 2016 - Feb 2017 Handle the disbursement of the company Managing Petty Cash Calculating and checking payments, amounts and AWARDS BEA Agility (Sprint) Awardee 2019 BEA Affluence (Ascent) Awardee 2019 BDOS BEST 2019 Target Achiever Top 3 Financial Advisor in Case Counts 2019 Validating Financial Advisor since 2018 records are correct Managing the payable and receivable of the company Prepare BIR 2307 Tax of the clients Managing and supervising cashier Managing supplies EDUCATION BACKGROUND LOANS PROCESSOR First Standard Finance Corp.| May 2015 - Sept 2015 Receives loan applications and making sure all MASTER IN PUBLIC MANAGEMENT (POST GRADUATE) SAMAR STATE UNIVERSITY- (SUMMER) required documents submitted by client before loans are processed. Responsible in preparation of documents by clients. Gather and safe keeps all the documents submitted BACHELOR OF SCIENCE IN COMMERCE MAJOR IN BANKING AND FINANCE March 2015 Ensure completeness of loan collateral documents before processing the check for the proceeds of the loan. Monitor & coordinate with outside units with regards to generation of revenue Manage and resolve accounts through collection Generate leads through recovery of bad debts and other sources. REFERENCE Reference available upon request SKILLS Appointment Scheduling Expert B2B Marketing Strategy Expert Social Media Marketing Experienced Lead Generation Specialist Experienced Product Marketing Expert Market Researching Expert Email Handling Experienced Graphic Design (Canva) Experienced Financial Analysis Expert Accounting/Bookkeeping Experienced Technical Skills Experienced Analytical and Logical Approach Expert Preparation of official documents, Expert billing, policies & procedure